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0%
Today
+4.2%
This Month
+11.03%
Year To Date
+77.07%
2 Years
+204.89%
5 Years
+15.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology56.85%
- 🖥️ Technology Services21.62%
- 🍞 Consumer Non Durables8.36%
- 🛍️ Retail Trade8.08%
- 🧬 Health Technology4.92%
- 💵 Cash0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq86.56%
- 🇫🇷 Euronext Paris8.36%
- 🇩🇰 Copenhagen Stock Exchange4.92%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.56%
- 🇫🇷 France8.36%
- 🇩🇰 Denmark4.92%
Dividends
Dividend Yield
0.54%
9 out of 10 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MC.PA (2.76%)
Performance Metrics
Score 6.2/10
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
11.93
11.93
-2
0
2
12
12
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
11.93
11.93
-2
0
2
12
12
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
44.52
High:
AMD
115.08AMDLow:
NOVO-B.CO
17.65NOVO-B.CODetails
PEG Ratio
180.6
High:
OR.PA
806.85OR.PALow:
GOOG
54.98GOOGDetails
Price/Book
24.75
High:
NVDA
50.15NVDALow:
MC.PA
3.5MC.PADetails
Price/Sales
15.43
High:NVDA
28.57NVDALow:
COST
1.57COSTDetails
Price/CF
29.15
High:AMD
48.52AMDLow:NOVO-B.CO
13.86NOVO-B.CODetails
Price/FCF
40.1
High:COST
77.67COSTLow:GOOG
29.5GOOGDetails
P/E Ratio
44.52
High:AMD
115.08AMDLow:NOVO-B.CO
17.65NOVO-B.CODetails
PEG Ratio
180.6
High:OR.PA
806.85OR.PALow:GOOG
54.98GOOGDetails
Price/Book
24.75
High:NVDA
50.15NVDALow:MC.PA
3.5MC.PADetails
Price/Sales
15.43
High:NVDA
28.57NVDALow:COST
1.57COSTDetails
Price/CF
29.15
High:AMD
48.52AMDLow:NOVO-B.CO
13.86NOVO-B.CODetails
Price/FCF
40.1
High:COST
77.67COSTLow:GOOG
29.5GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.8% | May 2018 | Jun 2019 | 13 |
-23.87% | Nov 2021 | May 2023 | 18 |
-18.57% | Jul 2019 | Nov 2020 | 16 |
-18.17% | Mar 2018 | Apr 2018 | 1 |
-14.87% | Jul 2024 | Jun 2025 | 11 |
-8.33% | Dec 2020 | Apr 2021 | 4 |
-5.33% | Sep 2023 | Nov 2023 | 2 |
-3.31% | Sep 2021 | Oct 2021 | 1 |
-1.05% | Apr 2024 | May 2024 | 1 |
-0.77% | May 2021 | Jun 2021 | 1 |